Arkolith/Funds/Sharper & Granite LLC

Sharper & Granite LLC

CIK 1959415
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Sharper & Granite LLC holds a diversified book of 109 stocks worth $322.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed SS Industrial Select Sector. Their largest long position is Wisdomtree Floating Rate Tre at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
47
existing
Trimmed
41
reduced
Sold out
0
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
3%
Financials
1%
Consumer Discretionary
1%
Materials
0%
Health Care
0%
Energy
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

109 positions
#SecurityValueShares% PortLast moveHistory
1Wisdomtree TR
FLOATNG RAT TREA
$21.3M423.8K
6.6%
+44%
Added · +129K sh
2Vanguard Index FDS
TOTAL STK MKT
$16.6M44.9K
5.1%
+0.7%
Added · +296 sh
3Select Sector SPDR TR
ST STR INDL ETF
$11.5M61.9K
3.6%
−4.4%
Reduced · −3K sh
4J P Morgan Exchange Traded F
ULTRA SHRT ETF
$10.6M210.0K
3.3%
+49%
Added · +69K sh
5Vanguard Scottsdale FDS
SHRT TRM CORP BD
$10.0M126.3K
3.1%
+13%
Added · +15K sh
6Select Sector SPDR TR
ST STR TECHN ETF
$9.0M47.3K
2.8%
−3.1%
Reduced · −2K sh
7Vanguard Index FDS
VALUE ETF
$8.8M40.2K
2.7%
−0.3%
Reduced · −103 sh
8Vanguard Index FDS
MCAP VL IDXVIP
$8.6M43.7K
2.7%
−5.6%
Reduced · −3K sh
9Select Sector SPDR TR
ST STR FINL ETF
$8.6M159.6K
2.7%
+3.7%
Added · +6K sh
10Ishares TR
ISHARES SEMICDTR
$8.3M13.0K
2.6%
−13%
Reduced · −2K sh
11Wisdomtree TR
JAPN HEDGE EQT
$7.7M44.6K
2.4%
−4.1%
Reduced · −2K sh
12SPDR Series Trust
ST TERM HIGH ETF
$7.5M300.6K
2.3%
+7.0%
Added · +20K sh
13Select Sector SPDR TR
ST STR STAPL ETF
$7.5M90.3K
2.3%
−14%
Reduced · −15K sh
14Vanguard World FD
HEALTH CAR ETF
$7.4M24.7K
2.3%
+0.9%
Added · +229 sh
15Ishares TR
MSCI UK ETF NEW
$7.0M152.6K
2.2%
+1.4%
Added · +2K sh
16Wisdomtree TR
EUROPE HEDGED EQ
$6.5M114.0K
2.0%
+0.9%
Added · +1K sh
17Select Sector SPDR TR
ST STR SVC ETF
$6.5M60.3K
2.0%
−1.1%
Reduced · −700 sh
18Vanguard World FD
INDUSTRIAL ETF
$6.4M17.7K
2.0%
−8.3%
Reduced · −2K sh
19Vanguard Index FDS
SM CP VAL ETF
$6.2M25.5K
1.9%
+0.9%
Added · +230 sh
20Ishares TR
CORE US AGGBD ET
$6.2M62.6K
1.9%
+2.5%
Added · +2K sh
21Select Sector SPDR TR
ST STR CARE ETF
$5.8M36.3K
1.8%
−0.9%
Reduced · −322 sh
22Vanguard World FD
INF TECH ETF
$5.3M44.4K
1.6%
+658%
Added · +39K sh
23Vanguard World FD
COMM SRVC ETF
$4.9M26.8K
1.5%
−0.4%
Reduced · −106 sh
24Select Sector SPDR TR
ST STR DISCR ETF
$4.9M41.5K
1.5%
−1.0%
Reduced · −409 sh
25Invesco QQQ TR
UNIT SER 1
$4.8M6.6K
1.5%
−24%
Reduced · −2K sh
26Vanguard Charlotte FDS
TOTAL INT BD ETF
$4.6M94.1K
1.4%
+1.2%
Added · +1K sh
27Vanguard World FD
CONSUM STP ETF
$4.3M19.0K
1.3%
−8.3%
Reduced · −2K sh
28Vanguard Intl Equity Index F
FTSE EUROPE ETF
$4.0M45.1K
1.2%
−5.6%
Reduced · −3K sh
29Ishares TR
JPMORGAN USD EMG
$3.9M40.8K
1.2%
+2.6%
Added · +1K sh
30Select Sector SPDR TR
ST STR MATER ETF
$3.9M76.1K
1.2%
−1.0%
Reduced · −807 sh
31State STR SPDR S&P 500 ETF T
TR UNIT
$3.8M5.1K
1.2%
−51%
Reduced · −5K sh
32Vanguard World FD
FINANCIALS ETF
$3.6M27.3K
1.1%
+3.6%
Added · +945 sh
33Vanguard Malvern FDS
STRM INFPROIDX
$3.4M67.4K
1.0%
+0.9%
Added · +610 sh
34Vanguard World FD
CONSUM DIS ETF
$3.4M8.5K
1.0%
+6.6%
Added · +528 sh
35SPDR Series Trust
ST STR SP SEMI
$3.2M5.1K
1.0%
−2.9%
Reduced · −150 sh
36Ishares TR
EXPANDED TECH
$3.1M34.6K
1.0%
−14%
Reduced · −6K sh
37Wisdomtree TR
YIELD ENHANCD US
$3.1M71.4K
1.0%
+5.7%
Added · +4K sh
38Apple Inc
COM
$3.0M10.5K
0.9%
−0.5%
Reduced · −51 sh
39Ishares TR
PFD AND INCM SEC
$2.7M89.8K
0.8%
+0.3%
Added · +250 sh
40Ishares Inc
MSCI PAC JP ETF
$2.5M46.4K
0.8%
−4.8%
Reduced · −2K sh
41Ishares TR
LATN AMER 40 ETF
$2.4M70.9K
0.7%
+1.4%
Added · +970 sh
42Vanguard World FD
MATERIALS ETF
$2.4M10.3K
0.7%
+2.3%
Added · +230 sh
43SPDR Series Trust
ST SHOR CORP ETF
$2.3M76.4K
0.7%
+5.5%
Added · +4K sh
44Ishares TR
IBOXX INV CP ETF
$2.2M20.3K
0.7%
+1.2%
Added · +235 sh
45Ishares TR
0-5 YR TIPS ETF
$2.2M21.7K
0.7%
+18%
Added · +3K sh
46Wisdomtree TR
INDIA ERNGS FD
$2.2M50.3K
0.7%
−1.3%
Reduced · −670 sh
47SPDR Series Trust
ST STR PR SP1500
$2.1M23.0K
0.6%
−2.6%
Reduced · −617 sh
48Invesco Exch Traded FD TR II
EMRNG MKT SVRG
$2.1M95.0K
0.6%
−0.1%
Reduced · −110 sh
49Vanguard World FD
UTILITIES ETF
$1.9M9.7K
0.6%
+6.3%
Added · +573 sh
50State STR SPDR Dow Jones Ind
UT SER 1
$1.8M3.4K
0.6%
Held
Showing 50 of 109 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026109$322.7M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026107$292.7M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026107$283.9M13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025103$279.1M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025106$263.2M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025101$242.1M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025102$227.1M13F-HR
Q3 2024Sep 30, 2024Oct 31, 2024103$224.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.